+178.2%
WT price history and return analytics
+223.7%
-45.5%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.6% | +4.7% | +3.6% |
| 7D | +3.2% | +0.4% | +2.8% | +2.8% |
| 30D | -7.6% | -2.6% | -5.0% | -3.9% |
| 3M | -1.5% | -3.2% | +1.7% | +3.4% |
| 6M | +9.7% | +0.9% | +8.8% | +8.9% |
| YTD | +72.3% | +11.3% | +61.0% | +50.0% |
| 1Y | +81.8% | +14.0% | +67.8% | +52.9% |
| 3Y | +236.2% | +75.8% | +160.4% | +54.6% |
| 5Y | +235.6% | +57.8% | +177.8% | +79.5% |
| 10Y | +178.2% | +219.8% | -41.6% | -49.4% |
| All | +178.2% | +223.7% | -45.5% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling